CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.8M
3
+$3.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.66M
5
AMZN icon
Amazon
AMZN
+$2.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$9.36M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.86M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.41M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.7%
4 Financials 2.59%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
50
1102
$3K ﹤0.01%
+49
1103
$3K ﹤0.01%
114
+1
1104
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+75
1105
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10
1106
$3K ﹤0.01%
30
1107
$3K ﹤0.01%
15
1108
$3K ﹤0.01%
18
-15
1109
$3K ﹤0.01%
39
-60
1110
$3K ﹤0.01%
76
1111
$3K ﹤0.01%
81
1112
$3K ﹤0.01%
133
+87
1113
$3K ﹤0.01%
208
1114
$3K ﹤0.01%
105
1115
$3K ﹤0.01%
200
1116
$3K ﹤0.01%
15
1117
$3K ﹤0.01%
166
-1
1118
$3K ﹤0.01%
130
1119
$3K ﹤0.01%
1,230
1120
$3K ﹤0.01%
83
1121
$3K ﹤0.01%
+40
1122
$3K ﹤0.01%
38
1123
$3K ﹤0.01%
134
+1
1124
$3K ﹤0.01%
110
+1
1125
$3K ﹤0.01%
173
-142
43 44
45
46 47